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Wall Street Breakfast: Must-Know News

The metals stock to buy immediately as it goes into its exponential earnings announcement soon to come: SID (CSN)...Latin America Jack Dzierwa discussed ideas about how to play Brazil's public-works endeavor, starting with Companhia Siderurgica Nacional (SID:companhia siderurgica nacion sponsored adr
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Last: 40.12+0.48+1.21%

Known on exchange as SID

4:02pm 07/16/2008

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SID 40.12, +0.48, +1.2%) , the country's third-largest steel producer.
"You need steel" no matter the improvement project, the fund manager said. Steel producers comprise the largest portion of the portfolio, at about 9% of assets. "What's most important," Dzierwa noted, "is that this is a fully-integrated steel company. CSN has its own internally generated iron ore -- and we've seen how iron ore [prices] have been behaving -- in addition to steel."
Iron ore is the key material used to make steel, and its largest producers -- Brazil's Companhia Vale do Rio Doce and Anglo-Australian mining firms Rio Tinto and BHP Billiton Ltd -- have boosted their prices by at least 71% over the last year.
"[CSN] is producing steel at the same time as raw material, so it is not exposed to price fluctuations," Dzierwa said. "It helps manage margins much better than if you were at the mercy of an outside supplier."

Want to Profit from Sky-High Oil? Avoid the Majors

The only sort of "major" to profit big from is Petrobras (PBR)... ready to make one of its amazing leaps up 35% or so into earnings late July - august... PBR is not really a "major" but now larger than Microsoft in many categories, market cap, revenue, exponential profit growth... PBR always goes down 18% or so, then back up 35% or so into an just after earnings...

...so to feel good about being in a large Oil company, yet have tremendous exponential profit growth and share price rise, PBR is the only one to own... it will start its usual rise into earnings in the next week or two, then as analysts are recently predicting, it will rise to around $95 per share... we PBR longs have seen this over and over again... the same "controversial" issues have been around since PBR was selling for $18 per share... the controversies about Brazilian gov ownership if much of PBR shares is not news, it is like owning a piece of Saudi oil/gov oil, no difference... a nice thing to be a part of in the future... true news on PBR is really fantastic, Barrons last week had it on the cover page, and restated that it is a must own for oil, especially during this "'opportunity pullback. Read Barrons on this... best to all of you...

Some Energy Stocks Burn Brighter Than Others

A far better play today is to just buy SOL (Renesola) With an 8 forward PE, SOL is a bargain, and far better investment than ESLR... today is the last day you will see SOL at today's prices... Here is what Zacks just announced today about amazing SOL:As of this report, SOL trades at only 14.2x our current-year
2008 EPS estimate and only 8.8x our forward 2009 EPS estimate, or at the lower-end of the range of the
alternative energy industry. Likewise, SOL trades in the lower-end of a wide price-to-cashflow range for
its industry, although it also trades in the upper-end of a similarly wide price-to-sales range. Accordingly,
with a bullish outlook, predominantly discount valuation metrics, and above industry average long-term
EPS growth expectations, we initiate coverage of on SOL with a BUY recommendation and a six-month
target price of $24.25, representing 27.2% upside potential.